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Running sales/opportunity planning from CRM

Former Member
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44

Hello gurus,

I need some advice about calling SEM planning from CRM.

My problem is that I cant see planning layout either in sales plannig transaction or opportunity planning in opportunity management. I studied help, applied best practicess and do almost all what I found at web but nothing help me to show the planning layout in CRM.

Steps what I've done already:

-Maintain RFC connection to BW 3.5

-Appropriate business content is ready for use

-Manual planning is working well when I tested it in BPS

-I've assiged planning profiles to CRM transaction and

configure SEM settings in customizing.

When I run opportunity planning I can see plannig function in CRM opportunity planning tab, but no planning layout. On sales planning screen (transaction CRM_SP) is empty worklist and in header is name of my planning area.

It will help me alot if somebody can told me what I should do or If somebody send me materials about planning in CRM. (DVyskocil@seznam.cz).

Thank you

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Answers (1)

Answers (1)

Former Member
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Hi David,

We have the same problem as you described in the post a year ago. If you have solved the problem, maybe you can help us.

We have done the steps you mention here, and can see the CRM opportunity Planning tab with an error message.

Kind regards

Lotte

lotte.halmoe@springconsulting.com

Former Member
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Hi Lotte

my problem was been solved by adding data to planning cube.

Or modify your planning layout in bps0 (bw) to show you null values.

David